Susan Moseley, CIMA

Susan Moseley, CIMA

President

Susan founded Moseley Investment Management in 1990 and serves as President of the company. She is a graduate of the University of Florida where she earned a BS-BA degree in Finance. Susan then became one of the first women to earn the Certified Investment Management Analyst designation from the Wharton School of Business, University of Pennsylvania.

Susan began her career in the investment industry in 1979 as a stock analyst for Raymond James. It soon became her dream to open an independent investment advisory firm specializing in providing conflict-free portfolio management advice to help clients achieve their dreams.

Susan has been recognized as a top business woman in Sarasota and Bradenton. In 2017, she was inducted into the highly dynamic SRQ Magazine Women In Business Leadership Circle. 

Having been invited to the Barron’s Top Women Financial Advisors* Summit from 2006-2009, 2016-2017, Susan is a frequent speaker at national investment management conferences. Portfolio risk management is her primary area of discussion. Susan was listed in the Top 40 Women Winner’s Circle** by Research Magazine in 2005.

Married with three children, Bradenton has been home for Susan since 1982. She is a passionate international traveler, believing that her firsthand experiences in other countries are critical for ongoing investment decisions for clients.

*The rankings are based on qualitative criteria: professionals with a minimum of seven years financial service experience, acceptable compliance records, client retention reports and customer satisfaction reports. Advisors are quantitatively ranked based on varying types of revenues and asset advised by the financial professional, with weightings associated for each. Additional qualitative measures include: in depth interviews and discussions with senior management, peers and customers. Because individual client portfolio performance varies and is typically unedited, this ranking focused on customer satisfaction and quality of advice. Please see www.WCorg.com for more information.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation
**“Winner’s Circle” is an organization independent of the firms involved and does not receive compensation from the over 100 participating firms or their affiliates, financial advisors or the media in exchange for ranking purposes. The Winner’s Circle team vetted each nominated advisor through a host of quantitative and qualitative standards including:assets managed, revenues, experience levels, compliance records, discussion with management and more. The Winner’s Circle focuses on customer satisfaction and client retention. Portfolio performance was not criterion.